Viewing a Presentation and its Details

Once a presentation has been created for a contact, you can view the details from the Presentation Details screen.

To view a presentation's details:

1. Open the Presentation Details screen. How?

   1. From the Main Menu bar, go to Marketing > Presentations.

   2. On the Presentations summary screen, click the name of the presentation you want to view.

2. From the Presentation Details screen, you can perform the following actions:

   • Email the presentation by clicking the Email link.

   • Print the presentation or save it to your computer prior to printing by clicking the Print or Save as link.

   • Delete a presentation by clicking the Delete Presentation link.

   • Publish (or Re-publish) the presentation by clicking the Publish as URL Link (or Re-publish) to ensure that the URL your contacts are clicking on always have the most up-to-date information.

   • View the presentation by clicking the View Presentation link. If you wish to modify the presentation pages (such as edit a page, add or remove pages, update the header/footer graphics or information) refer to the Working with Presentation Templates procedure.

   • Change the recommended price by clicking the Price calculation link in the top half of the screen.

   • Add listing comparables (CMA, HMR, Buyer presentations only) by clicking the Add from MLS or Add Manual Comparable links.

   • Open a listing comparable in the Edit Comparable screen by clicking on its row.

   • Edit the presentation's charts by clicking the Configure Charts action link and making your changes in the Configure Charts screen.